Monday, 23 June 2014 14:56

New To Xero – 4 Decimal places

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Xero have upgraded the system so that now instead of using the usual 2 decimal places, you can use 3 or 4. This has been a feature requested by many users and finally now we have it.

If you use DOCX branding themes to customise your invoices, credit notes and purchase orders, you will need to update them so they include 4 decimal places. If you don’t use Docx, no changes are needed.

If you haven’t ever looked at a Docx template before but want to give it a go you should be fine without any further study except know this: Do not change anything else on the template, don’t add a space and don’t do anything other than what is described below. This is important.

When saving your Docx template I suggest you save it with today’s date in the format 23Jun14 at the end of the title i.e. REBS_invoice23Jun14.docx in your My Documents folder as you will need to locate it to upload it.

The upload process is done individually, not as a single file like the download process. When ready to upload, go to Step 1 and you will see clearly what needs to be done.


First, download your DOCX themed templates from Xero to your Desktop so you can change them:

  1. Go to Settings > General Settings > Invoice Settings.
  2. Locate the theme you want to change. Use the Download button to download the ZIP file that contains the DOCX templates.
  3. You’ll want to change the INVOICE, PURCHASE ORDER AND CREDIT NOTE templates if you are buying and selling goods that include 3 or 4 decimal places.
  4. Open the template you want to change from the ZIP file.
  5. Highlight «UnitAmount». Right-click and select Toggle Field Codes.

  6. Change "#,##0.00;(#,##0.00)" to "#,##0.00##;(#,##0.00##)" by placing your curser on the text and typing.

  7. Save the file to your computer.
  8. On the Invoice Settings screen, click the Upload button to upload your changed file.
  9. Repeat the process for each (sales invoice, credit note, purchase order) template.

I advise that you test it by doing a dummy PO, and converting that to a Creditor invoice (in Draft, so it can be deleted) and a dummy sales invoice in Draft also.

Read 370 times Last modified on Monday, 23 June 2014 15:35